Senior Director, Platform Management

Summary

Join Choreo, a wealth management firm, as the Senior Director, Platform Management. This leadership role requires deep expertise in technology platforms, data analysis, and strategic innovation. You will lead the firm's Performance Team, oversee the Black Diamond platform, and manage the Microsoft Dynamics 365 CRM program. Responsibilities include performance reporting conversions for mergers and acquisitions, mentoring team members, evaluating new platform features, and managing vendor relationships. You will also serve as a point of contact for advisors and internal partners, providing training and support. This role involves strategic support, vendor management, and using business intelligence tools to drive decision-making. The ideal candidate will be a visionary leader with strong team development and mentoring capabilities.

Requirements

• Bachelor’s degree required; MBA or relevant advanced degree preferred
• Minimum 10 years of experience in an RIA or similar financial services firm with proven operational and platform leadership
• Expertise in Black Diamond software and administration required; strong familiarity with Microsoft Dynamics 365 CRM administration and enhancement
• Experience with SQL, BI tools (Power BI preferred), ETL processes, and data governance
• Passion for AI technologies and their strategic use in wealth management

Responsibilities

• Provide leadership of the Performance Team, ensuring effective use of Black Diamond for data aggregation, performance reporting, and regulatory reporting
• Oversee private asset data processes in partnership with SS&C Accord, proactively addressing data quality issues and improving exception management
• Lead performance reporting conversions associated with mergers and acquisitions, ensuring accurate, timely and seamless integrations of acquired firm data into Black Diamond
• Lead the design and delivery of accurate, customized performance reports to meet client and firm needs
• Mentor and develop team members, fostering deep expertise in Black Diamond and performance reporting processes
• Evaluate and vet new Black Diamond features and functionality, coordinating rollout plans with internal partners
• Manage the firm’s CRM ecosystem to support advisor productivity, client service, and firm growth
• Provide oversight for the internal CRM Level 1 Administrator, who delivers user training and frontline support
• Coordinate with external CRM development contractors responsible for enhancements, customizations, and bug fixes
• Assess new CRM features and functionality, integrating changes and promoting adoption across the firm
• Serve as a point of contact for advisors and internal partners when platform issues arise or training is required
• Model and promote a culture of outstanding customer service, ensuring the platform team consistently delivers responsive, solution-oriented support
• Collaborate with internal partners to anticipate needs, address concerns, and drive user adoption of platform tools
• Oversee additional platforms including Pontera, Laserfiche, Dispatch, and eMoney, ensuring effective utilization and integration within the broader technology stack
• Continuously evaluate new features and system capabilities across platforms, identifying opportunities for business improvement
• Promote adoption and training for both existing and new technology tools
• Partner with senior leadership to evaluate and implement strategic opportunities in technology and client solutions , assessing emerging technologies and process improvements
• Manage relationships with technology vendors, ensuring quality, performance, and optimal service delivery , and regularly assess vendor performance and enhancement opportunities
• Serve as business lead on PMO-managed initiatives and independently lead smaller platform-related projects
• Use business intelligence tools to derive actionable insights and support decision-making
• Facilitate communication and alignment across departments for technology and data initiatives
• Shape both client-facing and internal user experiences through integrated technology solutions

Preferred Qualifications

• Visionary leader with strong team development and mentoring capabilities
• Forward-thinking, highly curious, and committed to continuous learning
• Exceptional analytical, organizational, and problem-solving skills
• High emotional intelligence and proven ability to lead cross-functional initiatives
• Demonstrated success in delivering outstanding customer service and fostering a service-oriented culture
• Proven ability to manage complex operational challenges and vendor relationships

Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave